Bulk Document Upload Now Available in Moorr for Empower Wealth Clients

We’re excited to announce a brand-new feature in Moorr that’s been designed specifically to make your journey with us even smoother: Bulk Document Upload.

If you’re new to us—here’s a quick rundown:
Moorr is the powerful money and property platform we provide to all Empower Wealth clients, free of charge. It’s where you can track your cashflow, manage your assets and liabilities, and collaborate with your advisory team all in one place. It’s also where we securely request and collect your documents—whether it’s for lending, portfolio planning, or tax work.

And let’s be honest, uploading documents one by one can be a bit of a pain.

That’s why we’ve added bulk upload functionality to the Moorr portal. Now, when you’re responding to a document request from your Empower Wealth advisor or support team, you can upload multiple files at once—saving you time and making the process much simpler. Watch the video above to find out how it works!

Video Transcript

(for those who prefer to read along)

Hello, I’m Connor, one of the product managers here at Moorr. Today, I’ll be talking you through our document collection enhancement. This enhancement is based around being able to upload multiple documents when completing a request to supply documents from our advisory team at Empower Wealth.

Let’s get right into it and have a look at the document collection.

For example, here’s a request for myself—but typically this will be from one of your advisors or their support staff, requesting the documents they need from you.

In the below image, you can see that we have one document pending for council rates. You can click the “drop file” section and search for the documents you need. In this case, I’m selecting multiple documents at once using the Control key. Once selected, you’ll see all documents saved right here.

Alternatively, you can just drag and drop them into the same section (See image below). I’ll demonstrate again by dropping in three invoices, and you’ll see they’re instantly uploaded.

Next, you can add a start and finish period for the document—maybe a financial year or calendar year. You can also view the document, download it, or delete it if something’s not quite right. You’ll also notice references and tags (mostly used by our team internally), but you’re welcome to add your own references if it’s useful.

Let’s scroll down to another example—here we’ve got a rental document. One handy new feature is that Moorr remembers exactly where you were last viewing, including any collapsed or open sections, so you don’t lose your spot as you navigate.

This bulk upload enhancement is a simple but powerful update that makes it much easier to provide everything your Empower Wealth team needs in one go. We’ll be releasing more improvements to document collection soon, but this is a big step forward.

Thanks for watching!